Kestra Advisory Services, LLC
AUSTIN TX · SEC CIK 0001830819
$264.25亿2026Q1 申报市值
3,116持仓数
17.1%前十大占比 · 第一大 3.0%
92 / 1341新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$8,287.08万
QQQ 加仓+$8,246.98万
SGOV 加仓+$5,414.02万
VTI 加仓+$5,379.82万
VISN 加仓+$5,345.70万
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$5,451.49万
BUFR 减仓-$2,412.60万
PH 减仓-$1,424.69万
JCPB 减仓-$1,157.57万
FTGS 减仓-$1,074.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PAA | PLAINS ALL AMERN PIPELINE L | $314.00万 | 0.01% | 140,618 | 2,172 | 1.6% | $4.85万 | 加仓 |
| PGR | PROGRESSIVE CORP | $314.73万 | 0.01% | 15,876 | 99 | 0.6% | $1.96万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $314.77万 | 0.01% | 81,600 | -52,838 | -39.3% | -$203.82万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $314.77万 | 0.01% | 14,855 | -1,028 | -6.5% | -$21.78万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $315.02万 | 0.01% | 118,384 | 30,205 | 34.3% | $80.38万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $315.26万 | 0.01% | 28,295 | -12,312 | -30.3% | -$137.18万 | 减仓 |
| SMMV | ISHARES TR | $317.78万 | 0.01% | 72,858 | -691 | -0.9% | -$3.01万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $320.03万 | 0.01% | 110,776 | 23,176 | 26.5% | $66.96万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $320.47万 | 0.01% | 47,782 | -742 | -1.5% | -$4.98万 | 减仓 |
| FSLR | FIRST SOLAR INC | $320.60万 | 0.01% | 16,253 | 2,127 | 15.1% | $41.96万 | 加仓 |
| SONY | SONY GROUP CORP | $320.64万 | 0.01% | 154,897 | -23,516 | -13.2% | -$48.68万 | 减仓 |
| INDA | ISHARES TR | $321.04万 | 0.01% | 68,540 | -1,732 | -2.5% | -$8.11万 | 减仓 |
| ISCV | ISHARES TR | $321.37万 | 0.01% | 46,233 | 1,846 | 4.2% | $12.83万 | 加仓 |
| EFAV | ISHARES TR | $321.46万 | 0.01% | 35,182 | 4,774 | 15.7% | $43.62万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $321.90万 | 0.01% | 34,035 | -728 | -2.1% | -$6.89万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $321.97万 | 0.01% | 139,067 | 104,335 | 300.4% | $241.56万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $322.32万 | 0.01% | 132,753 | 27,636 | 26.3% | $67.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $322.64万 | 0.01% | 92,297 | 4,299 | 4.9% | $15.03万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $326.75万 | 0.01% | 68,093 | 1,622 | 2.4% | $7.78万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $327.37万 | 0.01% | 110,151 | 22,656 | 25.9% | $67.33万 | 加仓 |
| CLX | CLOROX CO DEL | $329.75万 | 0.01% | 31,820 | 4,252 | 15.4% | $44.06万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $331.08万 | 0.01% | 304,303 | 127,044 | 71.7% | $138.22万 | 加仓 |
| XBI | SPDR SERIES TRUST | $332.90万 | 0.01% | 26,063 | 6,073 | 30.4% | $77.57万 | 加仓 |
| DTCR | GLOBAL X FDS | $333.18万 | 0.01% | 139,055 | 109,440 | 369.5% | $262.22万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $333.49万 | 0.01% | 50,445 | 1,178 | 2.4% | $7.79万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $333.80万 | 0.01% | 144,033 | 56,132 | 63.9% | $130.09万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $334.38万 | 0.01% | 93,663 | -3,839 | -3.9% | -$13.71万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $335.55万 | 0.01% | 127,584 | -50,735 | -28.5% | -$133.43万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $335.75万 | 0.01% | 21,134 | 1,345 | 6.8% | $21.37万 | 加仓 |
| PCAR | PACCAR INC | $335.80万 | 0.01% | 29,073 | 3,968 | 15.8% | $45.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $336.77万 | 0.01% | 122,949 | 88,160 | 253.4% | $241.48万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $337.00万 | 0.01% | 209,707 | 205,817 | 5,290.9% | $330.75万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $337.66万 | 0.01% | 141,814 | 17,590 | 14.2% | $41.88万 | 加仓 |
| TRGP | TARGA RES CORP | $338.00万 | 0.01% | 13,481 | -1,977 | -12.8% | -$49.57万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $338.30万 | 0.01% | 51,500 | -14,897 | -22.4% | -$97.86万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $338.72万 | 0.01% | 77,996 | -7,334 | -8.6% | -$31.85万 | 减仓 |
| GSK | GSK PLC | $338.73万 | 0.01% | 61,375 | 5,797 | 10.4% | $31.99万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $338.83万 | 0.01% | 213,367 | 8,738 | 4.3% | $13.88万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $339.00万 | 0.01% | 90,594 | 30,645 | 51.1% | $114.67万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $340.35万 | 0.01% | 21,432 | 4,170 | 24.2% | $66.22万 | 加仓 |
| MLN | VANECK ETF TRUST | $341.43万 | 0.01% | 195,775 | 23,680 | 13.8% | $41.30万 | 加仓 |
| CSL | CARLISLE COS INC | $343.66万 | 0.01% | 10,301 | 1,394 | 15.7% | $46.51万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $344.18万 | 0.01% | 11,757 | -1,007 | -7.9% | -$29.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $344.55万 | 0.01% | 134,460 | 267 | 0.2% | $6,842 | 加仓 |
| DCI | DONALDSON INC | $345.34万 | 0.01% | 40,690 | 3,728 | 10.1% | $31.64万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $345.38万 | 0.01% | 4,470 | 65 | 1.5% | $5.02万 | 加仓 |
| RDDT | REDDIT INC | $345.71万 | 0.01% | 25,675 | 4,301 | 20.1% | $57.91万 | 加仓 |
| ICVT | ISHARES TR | $346.94万 | 0.01% | 34,084 | -20,731 | -37.8% | -$211.02万 | 减仓 |
| RIO | RIO TINTO PLC | $347.51万 | 0.01% | 37,250 | 41 | 0.1% | $3,825 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $348.71万 | 0.01% | 114,332 | 50,092 | 78.0% | $152.78万 | 加仓 |
| CAIE | CALAMOS ETF TR | $350.23万 | 0.01% | 139,313 | 36,985 | 36.1% | $92.98万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $350.52万 | 0.01% | 17,886 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $350.83万 | 0.01% | 38,771 | -14,721 | -27.5% | -$133.21万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $351.91万 | 0.01% | 67,045 | 36,392 | 118.7% | $191.02万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $354.30万 | 0.01% | 104,638 | 17,557 | 20.2% | $59.45万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $354.45万 | 0.01% | 12,810 | -1,977 | -13.4% | -$54.70万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $354.97万 | 0.01% | 99,320 | -14,630 | -12.8% | -$52.29万 | 减仓 |
| HYDB | ISHARES TR | $355.72万 | 0.01% | 76,465 | -33,084 | -30.2% | -$153.91万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $356.78万 | 0.01% | 64,952 | -3,328 | -4.9% | -$18.28万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $358.13万 | 0.01% | 113,442 | 90,712 | 399.1% | $286.38万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $359.31万 | 0.01% | 13,467 | -581 | -4.1% | -$15.50万 | 减仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $359.61万 | 0.01% | 82,085 | 3,801 | 4.9% | $16.65万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $360.22万 | 0.01% | 73,922 | 4,921 | 7.1% | $23.98万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $360.66万 | 0.01% | 33,584 | 132 | 0.4% | $1.42万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $361.61万 | 0.01% | 50,391 | 4,412 | 9.6% | $31.66万 | 加仓 |
| SUSA | ISHARES TR | $362.45万 | 0.01% | 27,437 | 2,803 | 11.4% | $37.03万 | 加仓 |
| TRMB | TRIMBLE INC | $364.80万 | 0.01% | 55,925 | 526 | 0.9% | $3.43万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $365.44万 | 0.01% | 195,836 | -16,622 | -7.8% | -$31.02万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $365.90万 | 0.01% | 296,752 | 158,471 | 114.6% | $195.39万 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $366.65万 | 0.01% | 128,965 | -16,781 | -11.5% | -$47.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $368.38万 | 0.01% | 127,954 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $368.44万 | 0.01% | 47,559 | 15,568 | 48.7% | $120.61万 | 加仓 |
| NULG | NUSHARES ETF TR | $368.54万 | 0.01% | 40,525 | 268 | 0.7% | $2.44万 | 加仓 |
| ICOW | PACER FDS TR | $368.56万 | 0.01% | 86,843 | 9,725 | 12.6% | $41.27万 | 加仓 |
| CLOI | VANECK ETF TRUST | $368.57万 | 0.01% | 69,938 | 67,898 | 3,328.3% | $357.82万 | 加仓 |
| TPIF | TIMOTHY PLAN | $368.89万 | 0.01% | 102,356 | 17,143 | 20.1% | $61.78万 | 加仓 |
| GPC | GENUINE PARTS CO | $369.15万 | 0.01% | 34,560 | -1,495 | -4.1% | -$15.97万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $369.22万 | 0.01% | 694,016 | 9,450 | 1.4% | $5.03万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $369.36万 | 0.01% | 255,970 | -6,187 | -2.4% | -$8.93万 | 减仓 |
| CAVA | CAVA GROUP INC | $370.49万 | 0.01% | 45,796 | -2,541 | -5.3% | -$20.56万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $371.87万 | 0.01% | 78,240 | 3,936 | 5.3% | $18.71万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $373.16万 | 0.01% | 17,659 | -2,582 | -12.8% | -$54.56万 | 减仓 |
| OIH | VANECK ETF TRUST | $373.38万 | 0.01% | 9,237 | 3,361 | 57.2% | $135.86万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $375.42万 | 0.01% | 140,185 | 85,803 | 157.8% | $229.78万 | 加仓 |
| INTU | INTUIT | $375.43万 | 0.01% | 8,683 | -4,403 | -33.6% | -$190.37万 | 减仓 |
| ETR | ENTERGY CORP NEW | $375.76万 | 0.01% | 33,443 | 11,818 | 54.6% | $132.79万 | 加仓 |
| APP | APPLOVIN CORP | $375.78万 | 0.01% | 9,442 | 923 | 10.8% | $36.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $376.17万 | 0.01% | 117,737 | 39,463 | 50.4% | $126.08万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $376.29万 | 0.01% | 35,593 | 8,057 | 29.3% | $85.18万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $376.81万 | 0.01% | 52,161 | 974 | 1.9% | $7.04万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $376.92万 | 0.01% | 28,718 | -3,023 | -9.5% | -$39.68万 | 减仓 |
| TLH | ISHARES TR | $380.89万 | 0.01% | 37,816 | -27,619 | -42.2% | -$278.18万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $380.91万 | 0.01% | 105,078 | -2,633 | -2.4% | -$9.54万 | 减仓 |
| PAYX | PAYCHEX INC | $381.06万 | 0.01% | 41,366 | -7,440 | -15.2% | -$68.54万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $382.28万 | 0.01% | 55,163 | -24,230 | -30.5% | -$167.91万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $384.84万 | 0.01% | 33,242 | -5,445 | -14.1% | -$63.04万 | 减仓 |
| YUM | YUM BRANDS INC | $385.04万 | 0.01% | 24,764 | 267 | 1.1% | $4.15万 | 加仓 |
| ALAB | ASTERA LABS INC | $386.05万 | 0.01% | 35,224 | 5,471 | 18.4% | $59.96万 | 加仓 |
| STT | STATE STR CORP | $386.15万 | 0.01% | 30,512 | 2,424 | 8.6% | $30.68万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $387.08万 | 0.01% | 29,054 | -304 | -1.0% | -$4.05万 | 减仓 |